Lupin Limited has informed the Exchange about Investor Presentation
LUPIN · price
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Lupin reported strong Q1 FY26 results with consolidated sales of ₹61,638 mn, up 12% YoY, driven by 23% growth in the US business (highest quarterly US sales since Q4 FY17) and broad-based performance across markets. EBITDA rose 28% YoY to ₹16,414 mn with margin expanding sharply to 26.6% from 23.3%, while net income jumped 52% YoY to ₹12,191 mn. India business grew 7.8% in line with the market, with Lupin ranked #2 in Respiratory and #3 in Cardiac and Diabetes. Key highlights include successful sole-source launch of Tolvaptan (gJynarque®) in the US with 180-day FTF exclusivity, out-licensing deals with SteinCares, Zentiva, and Sino Pharma, and regulatory progress including an EIR for Nagpur Unit-II. R&D spend was ₹4,844 mn (7.9% of sales) and capex was ₹2,086 mn, with a pipeline target of 100+ new product launches over FY26-FY30.
The sharp margin expansion (330 bps YoY) and 52% net income growth should be viewed positively by shareholders, reflecting improving profitability mix and operational leverage. The strong US momentum and visible product pipeline support a constructive outlook, though Form 483 observations at Pithampur Units II & III remain a watchpoint.